User Reviews Overview
About Neat
Neat's all-in-one small business accounting and bookkeeping software replaces the guesswork of spreadsheets, handwritten records, and manual invoices. Increase efficiency with real-time reporting, mobile receipt capture,...
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- Industry: Information Technology & Services
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
I like Neat Receipts -their customer service needs improvement. Very hard to get them on the...
I love the fact that i don't have any paper receipts all over my office.
Pros
I can scan receipts easily. I can find a receipt when I need it. I record expenses easily. It gets rid of having paper receipts all around.
Cons
Their customer service needs improvement. They are not easily available to help with technical support. I pay per month for cloud service and sometimes I need help
Response from Neat
We are sorry to hear that you had difficulties in reaching our technical support department. Our Tech support department is available M-F 9am . - 8pm eastern time. Please note that our automated system will attempt to look you up by telephone number first, so to make it easier to reach technical support please make sure you provide the telephone number that you registered with. We also offer support via email and chat.
- Industry: Hospital & Health Care
- Company size: 51–200 Employees
- Used Weekly for 2+ years
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Review Source
when you no longer need it they extort you to pay to keep access to your receipts and documents
Worked fine but have to pay for service I don't need to keep data
Pros
Easy to use, fast, quick accurate. Could scan receipts as I get them, and toss the paper
Cons
I have used NEAT since it was Neat Receipts. The idea is to scan documents and receipts, or photograph them, so you can be paperless.
It worked fine, and I have thousands of receipts stored. Except…….now comes “Extortion” from the company.
After Covid and retirement, I no longer need their services. So, I wanted to end my monthly subscription. However, unless I continue paying, I don’t have access to the receipts and documents I have scanned.
So, if I get an IRS audit, or need other documentation that has been scanned, I can’t access them unless I continue to subscribe to their service. So even if I don’t need their services anymore, I have to pay for them.
They offered me the option of downloading each receipt one at a time. Thousands of receipts. Not reasonable. And they cannot be downloaded in a batch.
I’ve been a client of theirs for many years, possibly over a decade or more, I purchased 3 scanners from them (no longer usable due to updates, which happens as technology progresses), but now I’m being extorted out of money for perhaps 7 years (based upon IRS rules for keeping receipts).
It is an outrage, and might I suggest that while you might feel your data is safely stored, you can’t have it once you don’t need their services anymore.
I contacted an attorney to find out if they are required by law to give me access to my data.
Thanks for listening to my warning.
Response from Neat
Thank you for submitting a review!
As stated, when you no longer pay for your subscription, you do not have access to the software. We do apologize that bulk downloading is not a feature that is currently available. Please follow the steps within this article to access any PDFs of your receipts that are store onto your computer - https://support.neat.com/smartorganizationsystem/access-local-pdfs-of-all-neat-cloud-images-offline
When signing up for a Neat subscription, you agreed to the terms and conditions which state that if you cancel your subscription with the Neat company, access to the software will be denied. We apologize for any confusion caused.
- Industry: Design
- Company size: 1,001–5,000 Employees
- Used Weekly for 2+ years
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Review Source
Neat used to be cutting-edge, but it's become very mediocre in recent years
After wasting way too much time over several years to get their system to work properly, I finally realized that I'd been giving into a sunk cost fallacy. After dozens of additional crashes during the 2019 tax season, I had finally had enough and cancelled my account. As a parting shot to customers leaving their platform, they also don't refund prepaid subscriptions after 30 days, so beware signing a long-term contract if you're testing it out!
Pros
I used their products for about 10 years and recommended many users to them over the years. Their scanners and OCR scanning abilities used to be top-notch.
Cons
Their quality and support has continued to degrade over the last several years, as they've moved to a paid SaaS product from a hardware-focused company and stopped producing their NeatDesk scanners. Since then, the relational database functionality the system used to provide has been largely removed and the accuracy of their OCR scanning has somehow gotten progressively worse over the years. In fact, their Mac app has occasionally been unusable for months at a time and the Web app doesn't allow you to sort tables with more than 200 records! The reporting functionality often breaks (it took dozens of attempts to get a series of partial exports when I stopped using the platform).
Response from Neat
Thank you for submitting a review!
We appreciate the feedback that you have provided. It seems that you are speaking of our Legacy software that has been retired for quite a few years now. We do apologize that you have not enjoyed the current product but we are gearing up for the release of a new product that will have many new features and features that are similar to the Legacy version as well. Additionally, when signing up for a subscription the terms and conditions state the refund policy which is why you were not granted refund after 30 days. We appreciate you being a long term customer and hope to see you back with Neat!
Top Neat Alternatives
- Industry: Restaurants
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
The Neat software and scanner, an outstanding asset to both our business and personal use.
It gives me peace of mind and a sense of security. It has inspired me to be an overall more organized person in both my business and in my personal life.
Pros
I like the fact that it has significantly lessened my load of keeping excess paperwork. It has given me a great sense of contentment and security. All warranties, records, receipts, important documents or even articles, I have easy access to them anytime, anywhere. In business, it is imperative to always keep records, whether it would be for the government, financial statements, contracts, income receipts and employees. This program basically gives me peace of mind and lessens any stress or worry. If organization is essential to you then the Neat program is the answer.
Cons
Basically, if you scan a document and later on you want to add on another page to that document and scan it separately you are not able to combine it with the first scanned document. You have to delete the original document and then scan both together as a multipage document.
Response from Neat
Hi Frederick,
Thank you for the review! We are happy to tell new features are coming to Neat soon - more specifically, the ability to combine items and other ways to access and manager your data.
- Used Daily for 2+ years
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Review Source
Neat Scanner in the Office
Pros
Was able to process 500 business cards in no time to vcards, scan receipts on daily basis, scan documents for clients all the time. This machine is so easy to use. You can change it from 2 sided scan, to a one sided, from color to b/w with just a click of a button. Scans go quickly and easily. On the off-chance one gets hung up the front opens easily and has never shredded my items. Also, love the feature we use at the end of the year to get the sales tax report. Very cool
Cons
No cons at this time.
Response from Neat
Thank you for taking the time leave us review. We are happy to hear that the scanner has streamlined your processes
- Industry: Computer Software
- Used Daily for 1-5 months
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Review Source
Bad choice after bad choice from struggling company
The latest version of the desktop software from Neat (5.7) is not longer supported, so it's on the death row. Instead, it was replaced by much less potent cloud version. While I believe some may find cloud solution appealing, many small shops don't want to hear about cloud and were happy with desktop version. It allowed to categorize receipts, export into numerous software choices (excel is one of the most popular one, but quicken and quickbooks are there too) Now, that desktop version is no longer supported/developed, they left many customers in shocking state looking around for alternatives, like Fujitsu's SnapScan Receipts and Mariner Software's Paperless (both are excellent alternatives, by the way) It's a shame the company follows some internal misguidance instead of listening to the customers, but I guess this is how software business works these days. Everybody wants buzzword cloud.
Pros
- Allows to categorize receipts and provide instant summary (e.g. Meals Receipts) of the amounts for the accountant.
- Distinguishes between documents, receipts and business cards
- Easy to use
- Stores everything in local database, which is easy to backup/restore (did it few times flawlessly)
- Naturally supports NeatReceipts scanner
Cons
- Abandoned to much worse cloud solution
- Will stop working sooner or later
- Not supported any longer
- No new features are developed (e.g. templates for various business categories)
- Lack of support whatsoever in general
- Not many variety of scanners is supported. Very picky in their choice.
- Industry: Health, Wellness & Fitness
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Great with some bugs
Pros
I like that we have a scanner... and when it works it works well. It integrated with Box which allows me to upload files into my EHR from my computer or my iPad which is nice.
Cons
The scanner works 70% of the time. The other 30% we have to shut it off then turn it back on. It’s irritating. Customer service hasn’t been much help.
Response from Neat
Amy,
We appreciate the time you have taken to write a review! We apologize for the difficulties you have experienced with your scanner. When you do come across any issues using your scanner device, please reach out to out help center here - https://support.neat.com/
We are glad to hear that you have enjoyed using the products for the amount of time that you have!
Thank you for choosing Neat!
- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
BEST product ever!
I have a small business and every receipt and document that is important I know I can save on my desktop and have it there to be emailed to my accountant or anyone. I have stored everything I've need for the past 2 years since becoming self employed
Pros
what I love the most about the neat is that I'm able to save the document right to my desktop and email right away.
Cons
I can't really say I have anything negative about the neat.. I love how fast and simple it is.
Response from Neat
Maria,
Thank you for writing an awesome review. We really appreciate the support and the fact that you have chosen The Neat Company to keep you organized while running your business! If you ever need any assistance with the software, please do not hesitate to ask.
- Used Weekly for 2+ years
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Review Source
Neat took a huge backward step when they did away with their desktop version
Pros
Scanning to a database and having receipts associated with the data. When you do get to work with an actual support person, they're really helpful within the hopeless constraints of the program
Cons
Current version is unstable, functionality is hopeless, support appears designed to prevent users access. The company comes over as uber-arrogant with a desperately low level of expertise in their programming department who can't keep up with operating system upgrades
Response from Neat
Hi Thom,
Thank you for the feedback. While we do admit the most recent version of Neat would be best with feature parity - we are currently working on some product improvements we expect our customers will enjoy.
If you ever need assistance, please reach out to [email protected] and we will contact you right back. Again, we appreciate letting us know how you experience has been thus far.
- Used Weekly for 2+ years
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Review Source
Works well, but you cannot change the user
Pros
It is great quality, makes the pdf's searchable and great to have it cloud based. Easy to organize and save documents based on what it scans.
Cons
The desktop to website is slow and clunky. Also we messed up one letter on the email, stuck with it now, cant change it according to support.
Response from Neat
Thanks for the feedback! We understand the need to change the email, while this can be done, it would require the assistance of our technical support department as the sync is associated with your email address. If you are able to provide us with additional information regarding your recent interaction with one of our agents such as case number, or the incorrect email address we can have an agent reach out to provide assistance
- Industry: Professional Training & Coaching
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Crappy product
Use to be my go to software. But now I feel like I paid alot of money for nothing
Pros
Nothing. Your old version was the best. Usd to recommed to everyone. This Neat Utility is crap
Cons
Much more complicated. Can't find receipts, Can't print reports
Response from Neat
Thank you for submitting your feedback. We do apologize for any inconvenience caused while using Neat. If you are having difficulties using the Neat scanning utility, please take a look here for a simple walk through - https://support.neat.com/scanutility/neat-scan-utility-faq . Also, please provide us with your email address that is associated with Neat so we can take a deeper look at your account to better assist you. Thank you again for submitting your feedback.
- Industry: Writing & Editing
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
Neat Small Business Solutions
Using Neat for several years now. Just used the reports function for tax purposes and was thoroughly impressed with the output. Something I can simply hand to an auditor, if need be.
The Neat Cloud is a real security blanket. The number of times my computer 'lost' the Neat Data file is too many to count. Knowing my data is in the Neat Cloud is very reassuring.
Pros
Scanner works very well and captures text on receipts to populate fields in the document description and database entries.
Cons
Difficult to contact support.
Neat Data file is lost frequently.
Program shuts down unexpectedly at times.
- Industry: Automotive
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Records for customers
I scan in all the work orders and invoices for the repairs we do. The Neat saves time so I don't have to go thru boxes to look up the customer in case of a problem. Easy to use and as long as you keep it clean it works perfect. The Neat cloud does the back-up so I know I am protected.
Pros
You can set your requirements easy.
Cons
It jams if you put to many pages in it. You must keep the lens cleaned about once a week.
- Industry: Retail
- Company size: Self Employed
- Used Daily for 1+ year
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Review Source
EASY WAY TO MANAGE ALL DOCS
Fast and easy accounting, Quick access to customer records
Pros
Can create different folders for everything. Quickly scan and upload. just as quickly transfer to Quickbooks for fast and easy accounting.
Cons
Would be tough to come up with a Con. About the only thing I can think of would be the slight learning curve on using it. But once you learn, it's easy
Response from Neat
Thank you for the feedback, Paul. We welcome your thoughts and insights on getting the most out of Neat.
- Industry: International Trade & Development
- Company size: 2–10 Employees
- Used Monthly for 2+ years
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Review Source
Difficult company to deal with
Loss of data. Customer support was extremely slow and we were required to deal with customer support in the Phillippines that proved to be unhelpful. Eventually, the support team gave up on the problems and we were obliged to revert back to dealing with the corporate management. The data was lost and was never recovered.
Pros
On the surface, the software provided most of the functions needed to run a small business. The software and hardware were relatively easy to set up.
Cons
The company made massive changes to their software in the past that resulted in partial and sometimes complete yearly data.
Response from Neat
Thank you for submitting your feedback. We greatly apologize for any inconveniences that were caused when reaching out to our support team. Can you please provided us with an email address or a case number so we can take a deeper look into why your data could not be recovered? Thank you again for your feedback and we hope to hear from you soon.
- Industry: Airlines/Aviation
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
very bad customer support
easy to use
Pros
ease of use for every person in office, fast find , but customer service is very very very bad, no phone number to call
Cons
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- Used Weekly for 2+ years
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Review Source
Love it
Better search capability. Paperless file storage.
Pros
I really like the printable reports. It is a versatile product. It can be used to store lots of different files.
Cons
It is a fairly sizable program that uses a rather large amount of memory while open. It does take some effort to learn use.
Response from Neat
Hello Kenneth,
Thank you for the review. Neat is working to add additional features which many users will find as an asset and to simplify the program for ease of use. Stay tuned for what Neat has to offer next!
- Industry: Hospitality
- Company size: 2–10 Employees
- Used Weekly for 1+ year
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Review Source
Trouble w/Neat
Recently I switched from a PC to an IMac computer. Neat seemed to work great on the PC, but when I downloaded the driver for Mac, every time I tried to use Neat it started to scan and then shut down. Support said there would be a fix by the first of the month. That was the first of April. It still is not working. I now have a large paper weight on my desk w/the Neat name and logo on it.
Pros
It's great if it works. Just don't try it on a Mac.
Cons
Doesn't work on a Mac computer!
Response from Neat
We apologize for the delay in a release to resolve the issues that you are reporting. We have just released the latest version of the software to resolve that issue.
If you like we can have a tech support agent reach out to for further assistance.
- Industry: Cosmetics
- Company size: 51–200 Employees
- Used Daily for 1-5 months
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Review Source
Neat
Overall, it's a great product. I have not been using long, but I am more organized than I was before I started using Neat.
Pros
I just started using Neat, and I am loving it. It organizes everything, and makes it easy for me to send my information to other software without having to reenter the information. Time saving!
Cons
Getting started, for me, was a bit frustrating. I even had a remote access call, and needed more assistance. Of course, I could be a slow learner.
Response from Neat
Thank you for taking the time out to write a review! We are happy to hear that you are more organized and are enjoying the service that Neat provides. If you do need any additional assistance, do not hesitate to reach out to our support department.
Thank you for choosing The Neat company!
- Industry: Real Estate
- Company size: 2–10 Employees
- Used for 1-5 months
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Review Source
Horrible!
None
Pros
The fact I no longer have it. It offers an opportunity for someone to buy it and start over with the idea and do it right. Not for Mac users. See next.
Cons
It does not work on my MacBook Pro with High Sierra 10.13.4. It stays hopelessly behind despite 1 year between upgrades. The support people speak nicely to you, but get ready for many fails and long wait times. Over 2 days they could not get it to work.
The idea is a good one. Perhaps someone will either buy this company, fire all the developers, or do their own similar program.
Personally I consider it the worst purchase I ever made.
Response from Neat
Hi Michael, we are sorry to hear about your disappointment with Neat. We see you are referring to our legacy desktop software that was retired over two years ago. Some background, the Neat legacy software was not tested on High Sierra because it was retired before High Sierra was released by Apple.
Additionally, if you wish to continue to use the Neat legacy desktop software you may do so and use the Mac Image Capture Utility to scan items with your Neat scanner.
If you would like us to reach out to assist you, we can certainly do so.
Take care!
- Industry: Health, Wellness & Fitness
- Company size: Self Employed
- Used Daily for 6-12 months
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Review Source
Neat scanner is so NEAT!
I love it so much talked my son in law to get my daughter one as well
You create your folders scan it in keeps a running total. Use for business and personal use. I know how it got its name. It is so NEAT
Pros
Mutiable folders scans to documentd easy to use live it
Cons
Doesn't remover password wish I could just get started without signing in so many times
- Industry: Retail
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Easy to use
Using neat has been very easy and convenient for organizing digital files, as well as being able to easily send them out in a variety of formats. It has saved time, money, effort, and a lot of frustration.
Pros
Easy to use.
Cons
Sometimes it needs to be closed and reopened
- Industry: Automotive
- Company size: 10,000+ Employees
- Used Weekly for 1+ year
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Review Source
Neat and Efficient
Great! Wonderful for filing all business expenses and retaining copies for reference.
Pros
Easy to use and works great with Adobe Reader.
Cons
Sometimes the program locks up, but I may have an older copy of the software.
Response from Neat
Thank you for submitting a review!
We greatly appreciate the feedback and are happy to hear that you are enjoying the application!
- Industry: Consumer Services
- Company size: Self Employed
- Used Monthly for 2+ years
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Review Source
Software must have!
Scanning receipts and keeping track of where your budget is being spent is very important to any business.
Having the Neat software has made my accounting less stressful. So I can focus on being the better at my profession.
Pros
The features to use were very easy to understand.
Cons
There was nothing to dislike about using the Neat software!
Response from Neat
Thank you for submitting a review!
We greatly appreciate that you are using the software with ease! We appreciate you staying Neat with us!
- Industry: Real Estate
- Company size: Self Employed
- Used Weekly for 6-12 months
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Review Source
Great way to tame Receipts
The Neat Scanner makes it so simple to scan and organize those mountains of paper. I had literally boxes of receipts each year to input (one by one). I trust it so much now that I actually scan and discard hard copy into shredder - Now my desk is nice and clean AND everything is sorted, stored and easy to print if I need it! LOVE IT!!!
Pros
Ease of use, Easy to edit and categorize.
Cons
Took me a long time to order because of cost
